Filed January 23, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,120 |
MASSOOD & COMPANY5 years Service code 16 · EIN 22-1757718 | Consulting | $25,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,925 | $86,225+172.5% | $146,665+60.2% | $86,799+170.7% |
| Participation rate | 93.8% | 78.0%+15.8pp | 80.1%+13.7pp | 72.3%+21.5pp |
| Annual return | 15.81% | 31.23%-15.4pp | 22.74%-6.9pp | 97.91%-82.1pp |
| Employer contribution / active EE | $10,162 | $2,392+324.8% | $4,136+145.7% | $2,405+322.5% |
| Participant deferral / active EE | $10,594 | $4,245+149.6% | $5,506+92.4% | $4,131+156.4% |
| Admin fee / account holder | $125 | $195-36.0% | $10,280-98.8% | $170-26.3% |